BUSINESS BANKING APP REDESIGN

PROJECT TYPE

Personal Redesign Challenge

STRATEGIES

UX/UI Design

TOOLS

Figma

OVERVIEW

BECU, or Boeing Employees Credit Union, is a not-for-profit financial institution that has served the Pacific Northwest communities for 75 years. This redesign challenge focuses on the Business Mobile Banking App for BECU. The purpose of this project is to update the application’s existing UI/UX design and provide solutions to common user pain points.

RESEARCH

I gathered data from consumer reviews to identify common issues regarding the business banking application.

PROBLEM AREAS

Based on the consumer reviews, I identified the top 5 problem areas.

1. Account Maintenance – Users find it difficult to identify options for account maintenance. These include but to limited to creating transaction tags/categories, debit card updates (ATM limits), and account statements.

2. Transfers – Transferring funds internally or externally, managing recipients, wire transfers, and Zelle are common issues in this application.

3. Security Alerts/Notifications – Users are asking for an option to set alert notifications for security and account transactions.

4. Bill Pay– Adding, removing, or updating payees is challenging to navigate, which results in users having trouble setting up their bill pay.

5. Technical Support/Chat – There is no technical support or user help option within the application.

USER PERSONAS

The user personas were created based on research data.

FEATURE IMPROVEMENT SKETCHES

I rearranged an organized the identified problem areas to create a design that is more accessible for the users.

VISUAL DESIGN

SOLUTION

I redesigned the login screen to improve its balance, proportion, and colors. I also simplified the layout and added a “Create an Account” option which was missing in the original design.

ORIGINAL

REDESIGN

This is the Home Page of the application.
In the original design, all accounts were consolidated on one page. But for my redesign,
 I separated the accounts according to their category. This update reduces the strain of sorting through deposit and credit cards which assists the users in finding the correct account quickly.

I also added the business’ name for the Home Page greeting. Since this is a business banking application, the users need to identify which account they are logging in to, especially since some users own multiple businesses.

ORIGINAL

REDESIGN

Once the user selects an account, an account page on the right opens. This page shows a snapshot of important account information and a preview of account activity. At the bottom of the page, I added the account maintenance section.

This section is a one-stop shop for account maintenance, such as adding or removing tags/categories, updating debit card status, downloading documents, and more. 

REDESIGN

The mobile deposit page can be accessed using the Deposit icon in the middle of the menu. This page was redesigned to include important user references. For example, the mobile deposit FAQ was added to provide assistance for the users. 

ORIGINAL

REDESIGN

The menu was also updated. I changed the icons and opted for simpler designs. The captions were also condensed into one row to make reading easier.

ORIGINAL ICONS

REDESIGN ICONS

The header was redesigned to include a chat option and a profile icon

These updates were included so users can directly message the contact center, which reduces the frustration of getting Technical Support.

In addition, the profile icon directs users to their profile page. On this page, users can send secured messages, update personal information,  account settings, and more.

ORIGINAL

REDESIGN

The bill pay page contains essential information, including transaction history, recurring payments, and payee directory. Adding and editing payees are also easy to find since it is all incorporated into one page.

ORIGINAL

REDESIGN

The transfer page can be accessed using the transfer icon from the menu.  This page consists of of standard transfer transactions, including wire transfers and Zelle.

The transaction history and transfer settings can also be accessed in one location.

NEW FEATURES

I designed the “more” icon on the menu to show additional products and services. These include a branch locator, online banking services, and a promotions section.

HIGH-FIDELITY PROTOTYPE

FINAL TAKEAWAYS

I thoroughly enjoyed this project because of my years of experience working in banking. 

As this was my first app redesign project, I learned a lot in the process. First, I learned how to tailor designs based on an existing company branding. Second, having a user-centered approach enabled me to create additional features. For example,  I added a section called “Business Services”. This feature offers a variety of options that provide solutions for business owners. This addition makes the design more tailored and thoughtfully created for the users.

MORE CREATIVE DESIGNS